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RSEBX vs TAVFX
RSEBX vs TAVFX Comparison
Open Charts RSEBX vs TAVFX
American Funds SMALLCAP World R2E
Price$69.58
Change+$0.41 (+0.59%)
VolumeN/A
Net Assets77.69B
Third Avenue Value Instl
Price$64.81
Change-$0.43 (-0.66%)
VolumeN/A
Net Assets735.33M
RSEBX vs TAVFX Comparison Chart in %
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RSEBX vs. TAVFX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RSEBX is a Hold and TAVFX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 77.7B vs. TAVFX (735M). TAVFX pays higher dividends than RSEBX: TAVFX (2.29) vs RSEBX (0.23). RSEBX was incepted earlier than TAVFX: RSEBX (11 years) vs TAVFX (35 years). RSEBX (1.45) is less costly to investors than TAVFX (1.19). RSEBX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). RSEBX has a lower initial minimum investment than TAVFX: RSEBX (250) vs TAVFX (10000). RSEBX annual gain was more profitable for investors over the last year : 2.82 vs. TAVFX (-8.08). TAVFX return over 5 years is better than : 132.19 vs. RSEBX (14.68).
| RSEBX | TAVFX | RSEBX / TAVFX | |
| Total Expense Ratio | 1.45 | 1.19 | 122% |
| Annual Report Gross Expense Ratio | 1.45 | 1.19 | 122% |
| Fund Existence | 11 years | 35 years | - |
| Gain YTD | 7.035 | 13.107 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7B | 735M | 10,571% |
| Annual Yield % from dividends | 0.23 | 2.29 | 10% |
| Returns for 1 year | 2.82 | -8.08 | -35% |
| Returns for 3 years | 31.94 | 46.01 | 69% |
| Returns for 5 years | 14.68 | 132.19 | 11% |
| Returns for 10 years | 36.85 | 36.99 | 100% |